Stock Return Calculator: Compare Returns for S&P 500 and Stocks
Use the calculator to compute the total return with dividends reinvested, annualized return plus a summary of winning (profitable) and losing (unprofitable) buy and sell combinations for the SPDR S&P 500 ETF (SPY) and any stock ETF or mutual fund supported by Alpha Vantage. Indexes are not supported.
| Performance Results | SPY | MSFT |
|---|---|---|
| Start Date | 2021-11-30 | 2021-11-30 |
| Start Price | $426.02 | $317.83 |
| End Date | 2026-11-12 | 2026-11-12 |
| End Price | $757.12 | $523.00 |
| # Prices | 61 | 61 |
| Initial One-time Investment | $1,000.00 | $1,000.00 |
| Number Shares Purchased | 2.347326 | 3.146356 |
| Min Date | Sep-30-2022 | Oct-31-2022 |
| Min Price | $339.08 | $224.65 |
| Max Date | Aug-31-2026 | Jul-31-2025 |
| Max Price | $765.15 | $528.25 |
| Total Return | 77.72% | 64.55% |
| Annualized Return | 12.19% | 10.47% |
| Current Value of Investment | $1,777 | $1,646 |
| # Returns | 1,830 | 1,830 |
| Average Return | 34.37% | 32.02% |
| Minimum Return | -23.93% | -30.52% |
| Maximum Return | 125.65% | 135.14% |
| Number Profitable Returns | 1,663 | 1,500 |
| Percent Profitable Returns | 90.87% | 81.97% |
| Number Unprofitable Returns | 167 | 330 |
| Percent Unprofitable Returns | 9.13% | 18.03% |
| Profitable to Unprofitable Returns Ratio | 9.96 | 4.55 |